CA
SWK icon

Claris Advisors’s Stanley Black & Decker SWK Stock Holding History

Claris Advisors’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,557
Closed -$205K – 77
2024
Q4 		$205K Sell
2,557
-19
-0.7% -$1.76K 0.08% 71
2024
Q3 		$284K Hold
2,576
– – 0.12% 46
2024
Q2 		$206K Hold
2,576
– – 0.11% 56
2024
Q1 		$252K Buy
2,576
+1
+0% +$92 0.13% 47
2023
Q4 		$253K Hold
2,575
– – 0.14% 43
2023
Q3 		$215K Hold
2,575
– – 0.14% 44
2023
Q2 		$241K Hold
2,575
– – 0.17% 41
2023
Q1 		$207K Buy
+2,575
New +$217K 0.15% 40
2022
Q3 		– Sell
-2,543
Closed -$267K – 44
2022
Q2 		$267K Buy
2,543
+5
+0.2% +$615 0.29% 32
2022
Q1 		$355K Hold
2,538
– – 0.38% 28
2021
Q4 		$479K Buy
+2,538
New +$469K 0.51% 19

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Claris Advisors's SWK Position: Q1 2025 in Review

Claris Advisors sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 2,557 shares — an estimated $205K sold.

Claris Advisors first reported a position in SWK in Q4 2021 and held it in 11 quarters. The position peaked at $479K in Q4 2021. 746 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

  • Claris Advisors reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
  • Claris Advisors sold 2,557 Stanley Black & Decker shares in Q1 2025, an estimated $205K.
  • Claris Advisors first reported a position in Stanley Black & Decker in Q4 2021 and held it in 11 quarters.
  • Claris Advisors's Stanley Black & Decker position peaked at $479K in Q4 2021.
  • 746 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on Claris Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.